Manage your business efficiently and quickly
Other facilities
Main panel
Start your workday with a personalized dashboard that provides an instant overview of your business. Customize your view by selecting the reports, KPIs, and news most relevant to you, ensuring you have the key information you need at a glance.
Import/Export data
Each list provided by the application allows the export of data in different formats: Word, Excel or CSV. We guarantee you flexibility and independence, giving you the possibility of mass extraction of all information stored in SoftManager CRM, without any conditions.
On the other hand, the automatic data import module makes it possible for you to automatically bring into the system the data you now manage with the help of Excel or other software.
Planning, calendar and notifications
In this section of the application, each user can keep track of the activities they have to perform. It can define repetitive tasks and can choose to be notified when a deadline is approaching. Each employee will thus be automatically and timely notified of their actions.
The notification system will announce the approach of a predetermined event, but also the production of one whose date is not known exactly: signing a contract, receiving an invoice, completing a repair, etc. At the same time, the chat provided will simplify and streamline the communication between the users of the application.
User management
The user management section is where you decide which employees have access to the system and what rights, permissions or restrictions they have when they work through the application.
Google Sync
Emails sent and received by app users and their calendars can be synchronized with Gmail and Google Calendar applications. There is no need to always switch between email, calendar and messenger. All will be managed centrally from the application, giving you more time for the really important operations.
Customer satisfaction questioning
Gather invaluable customer feedback and gain actionable insights through targeted customer satisfaction questionnaires. These surveys provide a measurable and effective way to understand your customers' needs and expectations.